Setup of Approval Hierarchies Position

For Approval of Purchase Order Documents we can set Hierarchies.

There are 2 types of Hierarchies which are mainly used
1.Employee-Supervisor Hierarchy
2.Position Hierarchy
Here we will see the setting of Position Hierarchy and approval of Purchase Order Using the Same.
To Set up PositionHierarchy we need to set up the following :

Define Employee
Define Job
Define Position
Assign Job and Position to the Employee
Define Approval Groups
Assign Approval Groups to Position
Define Position Hierarchy
Define Buyer
Define User
Run Report Fill Employee Hierarchy

We will take the below users in our Example

Create Employee
(N)HRMS Responsibility > People > Enter and Maintain
Click (B) New
Create all the four Employees as mentioned above.

Define Job
(N) HRMS Responsibility > Work Structures > Job >Description
Click (B) New

Similarly define 3 more Jobs for Director, VP and President.

Define Position
(N) HRMS Responsibility > Work Structures > Position >Description
Click (B) New

Similarly Define 3 more Positions for Director, Vice President and President.
Assign Job and Position to the Employees
Query the Employees Created earlier and Click on
(B)Assignment
Place the Cursor in the Position Field and from the LOV select the appropriate position.

Define Approval Groups

(N) Purchasing Responsibility > Set up > Approvals > Approval Groups

Assign the Approval Group to respective Positions

Similarly Assign the Other Positions to the respective approval Groups.

Define Position Hierarchy

In the Subordinates region click on Down Arrow

Observe that now 0812.VP12 is in the Position block

Again ,in the subordinates region click on Down Arrow

Verify Use Approval Hierarchy Option is enabled in the Financial Options .

This is where the choice is made. If the box is checked, Hierarchies are used. Otherwise EmployeeSupervisor hierarchy will be used
Set the above defined Position Hierarchy as Default Hierarchy for a Document Type.
Choose Forward Method as Hierarchy.
Here we will choose Standard Purchase Order as the document type

Run the request Fill Employee Hierarchy

Define Terry_Clerk as Buyer

(N) Purchasing > Setup > Personnel > Buyers
Click (B) Add Buyer

Define all the 4 Employees as Users in Oracle Application and Assign Purchasing Responsibility
(N) System Administrator > Security > User >Define
Give a User Name and Attach the Employee in the Person Field

Create a Purchase Order of 5000 USD

Submit the document for Approval

Login with Smith_Dir and check the notification for PO approval

(N)Purchasing Responsibility > Notification Summary

Click on Approve Button

Query the Purchase Order from Purchase Order Summary Form
From Tool Bar Inquire > View Approval through Workflow observe the progress of
the Purchase Order.

Observe that the PO has been forwarded to Doe_VPwho is next in the line of Approval.

Login into the application with Doe_VP and check the PO notification

Click on Approve Button

Observe that the PO has been forwarded to Jane_Pr who is next in the line of Approval.

Login into the application with Jane_Pr and check the PO notification

Observe the Approval Sequence

Approve the Purchase Order.

Query the Purchase Order. Observe the status of the Purchase Order and view Action History.